Moss Adams Wealth Advisors LLC Purchases in Q3 2025

Moss Adams Wealth Advisors LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
181K
+ 20.86%
$303.93 - $329.86 $55.1M - $59.8M
1.05M $345B
JCPB
J P Morgan Exchange Traded Fd

ETFs
365K
+ 17.93%
$46.37 - $47.77 $16.9M - $17.4M
2.4M $114B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
91.6K
+ 12.04%
$108.46 - $120.63 $9.93M - $11M
852K $101B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.2K
+ 6.68%
$275.84 - $326.36 $3.1M - $3.66M
179K $58.5B
XLU
Utilities Sector Spdr

ETFs
62.6K
+ 8.6%
$81.14 - $87.32 $5.08M - $5.47M
791K $68.9B
XLC
Select Sector Spdr Tr Communic

ETFs
33.4K
+ 7.59%
$105.99 - $119.41 $3.54M - $3.99M
473K $56B
PAVE
Global X Fds Us Infrastructure

ETFs
84.9K
+ 8.15%
$44.02 - $47.63 $3.74M - $4.04M
1.13M $53.6B
XLRE
Select Sector Spdr Tr Real Est

ETFs
160K
+ 12.19%
$40.94 - $42.85 $6.55M - $6.86M
1.47M $62.1B
AAPL
Apple Inc.

Technology
11
+ 0.01%
$202.38 - $256.87 $2.23K - $2.83K
105K $26.8B
GOOGL
Alphabet Inc.

Communication Services
492
+ 1.21%
$174.36 - $254.72 $85.8K - $125K
41.2K $10B
GOOG
Alphabet Inc.

Communication Services
470
+ 1.82%
$175.16 - $255.24 $82.3K - $120K
26.3K $6.41B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.38K
+ 59.99%
$617.65 - $666.84 $1.47M - $1.59M
6.36K $4.24B
TSLA
Tesla, Inc.

Consumer Cyclical
415
+ 4.84%
$293.94 - $444.72 $122K - $185K
8.99K $4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.24K
+ 3.06%
$42.67 - $46.91 $266K - $293K
210K $9.83B
AVGO
Broadcom Inc.

Technology
401
+ 2.26%
$264.74 - $369.57 $106K - $148K
18.1K $5.98B
BUG
Global X Fds Cybersecurity ETF

ETFs
103K
+ 7.26%
$32.23 - $37.41 $3.32M - $3.86M
1.52M $53.6B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
29
+ 0.14%
$43.07 - $91.37 $1.25K - $2.65K
20.2K $1.84B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
323
+ 0.08%
$39.8 - $42.86 $12.9K - $13.8K
384K $16.4B
ORCL
Oracle Corp

Technology
448
+ 3.92%
$218.96 - $328.33 $98.1K - $147K
11.9K $3.34B
AOA
Ishares Tr Core Aggressive All

ETFs
8.85K
+ 86.87%
$82.71 - $88.14 $732K - $780K
19K $1.68B
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
9.84K
New
$68.58 - $69.85 $675K - $688K
9.84K $686M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
518
+ 6.34%
$567.77 - $614.76 $294K - $318K
8.69K $5.33B
VGT
Vanguard Information Technolog

ETFs
904
New
$656.44 - $753.15 $593K - $681K
904 $675M
UNH
Unitedhealth Group Inc

Healthcare
1.52K
+ 49.82%
$237.77 - $353.61 $360K - $536K
4.56K $1.57B
XLK
Technology Sector Spdr

ETFs
760
+ 7.31%
$250.97 - $282.66 $191K - $215K
11.2K $3.14B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.82K
+ 3.17%
$41.34 - $45.65 $117K - $129K
92K $4.15B
GLD
Spdr Gold Trust

ETFs
371
+ 6.63%
$300.96 - $355.47 $112K - $132K
5.97K $2.12B
PLTR
Palantir Technologies Inc.

Technology
361
+ 4.77%
$130.68 - $186.97 $47.2K - $67.5K
7.92K $1.45B
AOR
Ishares Tr Core Growth Allocat

ETFs
5.72K
+ 34.75%
$60.99 - $64.39 $349K - $368K
22.2K $1.43B
JNJ
Johnson & Johnson

Healthcare
98
+ 0.82%
$155.17 - $185.42 $15.2K - $18.2K
12.1K $2.24B
APP
App Lovin Corp

Technology
52
+ 5.38%
$335.1 - $718.54 $17.4K - $37.4K
1.02K $731M
QQQ
Invesco Qqq Trust, Series 1

ETFs
202
+ 4.43%
$546.99 - $602.2 $110K - $122K
4.77K $2.86B
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 1.43%
$282.78 - $316.06 $44.4K - $49.6K
11.1K $3.51B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.11K
New
$132.9 - $142.03 $281K - $300K
2.11K $298M
NEM
Newmont Corp

Basic Materials
3.46K
New
$57.35 - $85.25 $198K - $295K
3.46K $292M
CVX
Chevron Corp

Energy
1.35K
+ 19.94%
$145.57 - $161.83 $196K - $218K
8.11K $1.26B
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 2.51%
$211.65 - $238.24 $253K - $284K
48.7K $10.7B
HOOD
Robinhood Markets, Inc.

Technology
1.87K
New
$91.27 - $143.18 $171K - $268K
1.87K $268M
GLW
Corning Inc

Technology
3.22K
New
$51.6 - $82.03 $166K - $264K
3.22K $264M
MS
Morgan Stanley

Financial Services
65
+ 0.49%
$139.09 - $161.16 $9.04K - $10.5K
13.2K $2.1B
FAST
Fastenal CO

Industrials
4.76K
New
$42.47 - $50.39 $202K - $240K
4.76K $233M
WDC
Western Digital Corp

Technology
1.93K
New
$63.84 - $120.06 $123K - $232K
1.93K $232M
NSC
Norfolk Southern Corp

Industrials
756
New
$259.49 - $300.41 $196K - $227K
756 $227M
CMI
Cummins Inc

Industrials
535
New
$327.85 - $426.39 $175K - $228K
535 $226M
BK
Bank Of New York Mellon Corp

Financial Services
2.05K
New
$90.65 - $109.75 $186K - $225K
2.05K $223M
PSX
Phillips 66

Energy
1.63K
New
$118.37 - $139.46 $193K - $227K
1.63K $222M
ACM
Aecom

Industrials
1.69K
New
$111.08 - $132.99 $188K - $225K
1.69K $221M
MPC
Marathon Petroleum Corp

Energy
1.14K
New
$158.59 - $198.69 $181K - $227K
1.14K $221M
BRO
Brown & Brown, Inc.

Financial Services
2.35K
New
$90.88 - $108.93 $214K - $256K
2.35K $221M
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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